BFO

Boston Family Office Portfolio holdings

AUM $1.58B
1-Year Est. Return 13.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.15M
3
+$1.95M
4
AMZN icon
Amazon
AMZN
+$1.93M
5
VGUS
Vanguard Ultra-Short Treasury ETF
VGUS
+$1.48M

Top Sells

1
+$1.53M
2
+$1.44M
3
+$1.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.19M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$964K

Sector Composition

1 Technology 26.36%
2 Healthcare 12.42%
3 Financials 10.58%
4 Industrials 8.73%
5 Consumer Discretionary 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$779K 0.05%
26,505
-150
177
$779K 0.05%
13,279
-500
178
$772K 0.05%
12,421
179
$765K 0.05%
7,960
+2,900
180
$724K 0.05%
8,097
-1,600
181
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7,853
-107
182
$699K 0.05%
12,659
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183
$679K 0.05%
26,433
184
$671K 0.04%
8,440
-60
185
$663K 0.04%
35,000
186
$654K 0.04%
5,075
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187
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4,740
188
$626K 0.04%
4,346
189
$624K 0.04%
10,450
190
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1,414
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191
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3,270
192
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193
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194
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195
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6,480
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196
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3,141
197
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13,600
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198
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-100
199
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4,370
-166
200
$538K 0.04%
5,213
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